How to Use Different Payment Methods at the Point of Sale

This article provides a guide on how to use different payment methods at the Point of Sale in Pabau. It covers paying with a card, cash, gift vouchers, and other available methods.

If you prefer not to use your real card for testing, you can use the test cards provided by Stripe by following the instructions here.

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How to Process Payments with Manual Card Details Entry

Step 1: Access the Point of Sale

Start by logging into your Pabau account using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from the Create button, the Calendar, or the Client Card.

Step 2: Enter Details 

After selecting the client and service when raising the invoice, click on the Continue button at the bottom right corner to proceed to the payment page. 

To manually enter a client's card details for payment processing in Pabau, choose the Card (Phone) payment method.

When selecting Card (Phone) a pop-up window will appear, allowing you to enter the client's card details. You can edit the amount if the client wants to only pay the deposit for example. In that case, the invoice will be saved as partly paid. 

With the client's permission, you can save their card details for future use within the system.

Another way for clients to save their card information themselves in Pabau is when they pay online. They have the option to save the card information for future transactions in the online booking portal. 

Step 3: Confirm Payment 

After charging the client, proceed to click on the "Confirm Payment" button at the bottom right corner to finalize the process. 

This action will direct you to the checkout page, where you can choose to email the invoice to the client, send it as an SMS, or print it. Additionally, you can review the invoice on the client card. A short cut to the client card from the checkout page is by clicking on the client's name.   

To view the invoice, navigate to the Financials tab in the client card and you can find it under "Invoices." 

Following these steps will allow you to manually process the payment using the client's details.

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How to Pay with Card on File via POS

Clients can save their card information by themselves in the Online Booking portal or authorize you to add their card details to their client cards. To review how you can add a client's card details to their client card, refer to this article. 

Step 1: Access the Point of Sale

Start by logging into your Pabau account using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from the Create button, the Calendar, or the Client Card.

Step 2: Enter Details

After selecting the client and service when raising the invoice, click on the Continue button at the bottom right corner to proceed to the payment page. 

If the client has a card saved on file, the "Card on File" payment method will appear on the payment page. 

By clicking on the "Card on File" payment method, you will view a pop-up window where you can charge the client using the card they have on file. 

Step 3: Confirm Payment

Click on the "Confirm Payment" button in the bottom right corner to finalize the process. 

This action will direct you to the checkout page, where you can choose to email the invoice to the client, send it as an SMS, or print it. Additionally, you can review the invoice on the client card. A short cut to the client card from the checkout page is by clicking on the client's name.   

To view the invoice, navigate to the Financials section in the client card and you can find it under the "Invoices" tab.

By following these steps, you can use a card saved on file to process a client's payment.

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How to Use a Gift Voucher to Pay for an Appointment

Step 1: Navigate to Calendar

Log in to your Pabau account and click on "Calendar" in the left sidebar menu.

Log in to your Pabau account and click on "Calendar" in the left sidebar menu.

Click on the specific appointment you want to check out, then select "Checkout."

Step 3: Navigate through Point of Sale

In the Point of Sale, click on "Continue" in the bottom right corner. Select "Vouchers" from the pre-paid payment methods.

Step 4: Redeem Voucher

Choose the voucher you wish to redeem for the appointment, specify the amount to redeem, and click on "Pay". Confirm the payment by clicking on "Confirm Payment."

The appointment has been successfully checked out using the selected voucher. Streamline your payment processes by effortlessly utilizing gift vouchers in Pabau.

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How to Use a Package to Pay for an Appointment

Step 1: Navigate to Calendar

Log in to your Pabau account, and in the left sidebar menu, click on Calendar.

Step 2: Access Appointment Checkout

Click on the specific appointment you wish to check out, then select "Checkout."

Step 3: Navigate through Point of Sale

In the Point of Sale, click on "Continue" in the bottom right corner to proceed.

Select "Packages" from the pre-paid payment methods.

Step 4: Apply Package Session

By selecting the appropriate package, the package session will be applied against the invoice. Click on "Confirm Payment" to proceed with the checkout process.

The appointment has been successfully checked out using a package session. You can find detailed information on the context menu of the appointment for your reference.

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How to Process a Payment Using the Pabau Pay Card Terminal

Step 1: Access the Point of Sale (POS)

Log into your Pabau account and open the Point of Sale by clicking on the "Create" button at the top of the screen and selecting "Sale".

Alternatively, use the hotkeys Shift + S to access the Point of Sale.

 

 

You can also choose to check out an appointment from the calendar by clicking on the appointment and then selecting "Checkout" or perform a sale from a client card by clicking on the blue plus icon in the bottom right corner of the client card and then selecting "Sale."

Step 2: Create the Invoice

Once in the Point of Sale, populate the client field in the top right corner of the screen with the name of the client. If raising the invoice from the calendar or the client card, this field will be prepopulated.

Select the client and proceed to choose the services and/or products to add to the invoice by using the appropriate icons on the left. If raising the invoice for an appointment through the calendar, prepopulated services and/or products can be modified as needed. After adding all items to the invoice, click on "Continue" in the bottom right corner.

Step 3: Choose Payment Method

In the payment options, select "Card Terminal" as the payment method.

Step 4: Process Payment

Processing payments at the Point of Sale will be restricted to the terminal's registered location.

Additionally, keep in mind that for the terminal to function properly, it must be connected to the same Wi-Fi network as the laptop used for processing payments.

If you have more than one terminal, select which one you want to process the transaction on by clicking on "Choose terminal".

Tap or insert the client card into the Pabau Pay card terminal. If using a chip-and-pin transaction, follow the prompts on the card terminal to complete the payment transaction. Once the payment is processed, you'll see the Checkout Completed screen containing the invoice and details regarding the payment.

By following these steps, you can process payments using the Pabau Pay card terminal, streamlining your transaction process and providing a seamless experience for both you and your clients.

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How to use Cash as a Payment Method

Step 3: Select a Category

Step 4: Process Payment

After selecting the service or product, click "Continue" to proceed to the payment page where you'll see a list of all available payment methods. Select "Cash" to continue.

When selecting cash as the payment method, you'll need to enter the amount the client paid. Click "Collect" to confirm the payment.

The payment details and amount you've added will be visible in the bottom right corner of the screen. If everything looks correct, click "Confirm Payment" to finalize the transaction.

This action will direct you to the checkout page, where you can choose to email the invoice to the client, send it as an SMS, or print it. Additionally, you can review the invoice on the client card. A short cut to the client card from the checkout page is by clicking on the client's name.   

The invoice has been successfully paid, and it will appear on the client card under the Financials tab.

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How to Use Money on Account When Raising an Invoice

Step 1: Access the Point of Sale

Start by logging into your Pabau account using your login credentials. You can access the point of sale in Pabau in three ways: by raising the invoice from the Create button, the Calendar, or the Client Card.

Step 2: Enter Details 

After selecting the client and service/product when raising the invoice, click on the Continue button at the bottom right corner to proceed to the payment page. 

Step 3: Process Payment

After selecting the service or product, click "Continue" to proceed to the payment page. Here, you'll find a list of all available payment methods, including "Account."

Upon clicking "Account," you will be prompted to enter the amount you want to pay. After adding the amount select "Pay."

The payment details and amount you've added will be visible in the bottom right corner of the screen. If everything looks correct, click "Confirm Payment" to finalize the transaction.

This action will direct you to the checkout page, where you can choose to email the invoice to the client, send it as an SMS, or print it. Additionally, you can review the invoice on the client card. A short cut to the client card from the checkout page is by clicking on the client's name.   

The invoice has been successfully paid, and it will appear on the client card under the Financials tab.

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How to Use Loyalty Points to Pay for an Appointment

Leveraging loyalty points as a payment method offers flexibility and rewards for clients while simplifying the checkout process. 

Step 1: Accessing the Point of Sale

To begin, log into your Pabau account and navigate to the Point of Sale. You can access the Point of Sale using one of the following methods:

• Use the Create button at the top of the screen and select "Sale."
• Navigate to "Calendar" in the left sidebar menu and click on the appointment you wish to check out, then select "Checkout."
• Open the client card of a client, then click on the blue plus icon in the bottom right corner of the screen and select Sale.

Step 2: Processing the Transaction

Within the Point of Sale interface, proceed with the transaction as usual.

If you used the Create button to access the Point of Sale, first add a client in the top right corner. Then, add the products and services that should be included in the invoice.

If you are raising the invoice from within the calendar, the client and service will be pre-selected. If necessary, you can add additional products and services. Once the items on the invoice are correct, click on Continue in the bottom right corner.

Step 3: Paying with Loyalty Points

To pay for the appointment with loyalty points, select "Points" from the available payment methods.

Choose the amount the client wishes to pay using loyalty points and click on "Pay." If they wish, they can pay for only part of the appointment using loyalty points, and they can pay for the rest using another payment method.

If the client wishes to split the payment, click on "Pay," then choose the other payment method for the remainder of the total price. Click on "Confirm Payment" in the bottom right corner to complete the checkout.

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